Northwest Financial Advisors LLC
Assets Under Management
$1.9B
Number of Clients
2,583
Number of Advisors
19
Average Client AUM
$745K
AUM per Advisor
$101.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Northwest Financial Advisors LLC (NWFA) helps clients plan and manage investments, typically involving asset allocation. They offer advisory services through programs custodied and/or sponsored by LPL Financial LLC. NWFA offers both wrap-fee and non-wrap fee programs. NWFA also provides financial planning services for a fee.
Fee Structure
NWFA primarily charges fees based on a percentage of assets under management. The advisory fee is negotiable, with a maximum annual fee of 2.00%. Fees are charged quarterly in advance. Clients may also be subject to custodian fees, account maintenance fees, and transaction charges. Financial planning services are available for a fee based on the time required to prepare the plan, with an estimate provided beforehand.
Areas of Practice
Location
200 Spring Street, Suite 120, Herndon, VA, 20170